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Fund Management Services

An investment management service for registered pension assets administered by third parties. It offers the investment diversity only available through a multi-manager approach.

Basic services

  • Information sessions.
  • Investment policies and strategies.
  • Regular plan transaction reports and statements of returns.
  • Up-to-date information about investments and the state of the economy.

Complementary services

  • Trust services (internal or external funds).
  • Administrative reports.
  • Customized investment reports.

Find out more

Companies with more than 350 employees: go to the Desjardins Financial Security site.

How to get this product
Companies with 350 employees or less
By phone By phone
(Members and non-members)
Montreal area: 514-286-3100, ext. 2576
Elsewhere in Canada and the U.S.: 1-800-361-6840, ext. 2576
At the caisse At the caisse
(Members and non-members)
Make an appointment with an advisor at a caisse.
At a Desjardins Business Centre At a Desjardins Business Centre
(Members and non-members)
Make an appointment with an account manager at a Desjardins Business Centre.
Companies with more than 350 employees
By phone By phone
(Members and non-members)
1-866-565-3145

Money working for people

Les grands prix Québécois de la qualité - Grand Prix 2007